Zajac Group
APRIL 1, 2025
For example, if you work for a company and leave due retirement, death, disability, or due to a family emergency or a health issue, your employer may be willing to offer you a post-termination grace period (or another alternative, like speeding up the vesting schedule). That being said, there may be some exceptions.
Gen Y Planning
JULY 23, 2025
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) brings sweeping tax changes with some significant implications for taxpayers (particularly those in or near retirement). High-income households will face some phaseouts, but the exemption limit will never drop below $10,000.
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Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
Indigo Marketing Agency
NOVEMBER 20, 2020
As baby boomers continue to retire, financial advisors across the country have started targeting the younger generations, Generation X and millennials , to varying degrees of success. By the year 2029, employment of financial advisors will increase by 4%. Shifting Generations. Bureau of Labor Statistics.
Indigo Marketing Agency
JUNE 20, 2024
Shifting Generations As baby boomers continue to retire, financial advisors across the country have started targeting the younger generations, Generation X and millennials, to varying degrees of success. By the year 2029, employment of financial advisors will increase by 4%. Bureau of Labor Statistics.
Random Roger's Retirement Planning
SEPTEMBER 14, 2024
I say odd because I am pretty sure it would be very difficult to populate an ETF with enough muni paper from one state all dated 2029. There was an odd suggestion to see single state, specific maturity (like the Bulletshares) muni bond ETFs. I think there are other things to package into an ETF, plenty if we sat down and thought about it.
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